Missed, regretted and cancelled jobs

Use this page to find a sales job that left the normal path, identify the stage it left from, and check the recovery route available for that exit.

Missed, regretted and cancelled jobs

An exit state records that a job stopped progressing from Potential, Offer, or Order. The list labels tell you where to find the job; the compound stage names identify the stage it left.

The exit states are grouped by the stage they leave:

Before you start

• You can open the sales list.
• You know which exit state you need to find.
• For a recovery action, the job is saved and you have editing access.

The sales list displays the archived outcome links when its archived filter is available. The reactivation control is shown only when editing is allowed.

Find an exit list

The sales list groups the exit lists under Archived. Use the list that matches the job's exit state rather than searching the active Potentials, Inquiries, Offers, or Orders lists.

Steps

1. Open the sales list.

2. Select Archived.

   The archived filters include Delivered, Lost, Regretted to Offer, Cancelled Inquiries, Cancelled Orders, Rejected Orders, Missed, and Deleted Inquiries.

3. Select the archived list that matches the job.

   If you need to find…	Select
   A missed job	Missed
   A regretted offer	Regretted to Offer
   A cancelled inquiry	Cancelled Inquiries
   A cancelled order	Cancelled Orders
   A rejected order	Rejected Orders
   A lost offer	Lost
   A deleted inquiry	Deleted Inquiries

4. Use the visible column headers to identify the job.

The lists show Refresh, Table Layout, and Settings. The visible columns come from the saved list layout, so use the headers currently shown in the list.

Result: The matching exit list is open, and you can identify a job from its visible headers.

Assess Potential exits

A Potential exit is a job that stopped before it reached Offer. Use the compound stage name to separate a missed, regretted, or cancelled Potential.

The Potential exits are separated by their reader-facing labels. Missed identifies a missed Potential, Regretted to Offer identifies a regretted Potential, and Cancelled Inquiries identifies a cancelled Potential.

Steps

1. Select the list that matches the exit.

   Exit	Select
   A missed Potential	Missed
   A regretted Potential	Regretted to Offer
   A cancelled Potential	Cancelled Inquiries

2. Read the list headers and the exit-specific reason or date where it is shown.

3. Open the job record if you need to review its recovery action.

Result: You have identified the Potential exit and its list, then reviewed the available recovery action. Continue to Assess Offer exits for an Offer exit.

Assess Offer exits

An Offer exit is a job that stopped after it reached Offer and before it reached Order. The compound stage name distinguishes regret, cancellation, and loss.

Steps

1. Select the list that matches the exit.

   Exit	Select
   A regretted Offer	Regretted to Offer
   A cancelled Offer	Cancelled Inquiries
   A lost Offer	Lost

2. Read Regret reason, Cancel reason, or the lost-offer details where the selected list provides that column or the record provides that detail.

3. Open the job record if you need to use its recovery action.

Result: You have identified the Offer exit and its list, then reviewed the available recovery action. Continue to Assess Order and deleted exits for an Order or deleted exit.

Assess Order and deleted exits

An Order exit is a job that stopped after it reached Order. A deleted job is kept in a separate deleted list and does not use the recovery branch for the other exits.

Steps

1. Select the list that matches the exit.

   Exit	Select
   A rejected Order	Rejected Orders
   A cancelled Order	Cancelled Orders
   A deleted inquiry	Deleted Inquiries

2. Read the order or cancellation columns when they are shown.

3. Open the job record when you need to review the available record actions.

Result: You have separated the Order exits from Deleted and know that Deleted has no reactivation branch. Continue to When exit information is missing if the list does not provide the information you need.

Recover an archived job

Recovery returns eligible Potential, Offer, or Order work to the active stage that feeds the relevant working page. Reactivate Job is available outside an embedded record when you can edit the job and its stage is not Deleted.

Steps

1. Open the archived job outside an embedded record.

2. Select Reactivate Job.

   The confirmation dialog opens with You are about To reactivate this job.

3. Select Yes.

   PAMS displays Job reactivated successfully.

4. Confirm the active stage for the returned work.

   Archived work	Active stage after reactivation
   Cancelled or regretted Potential	Potential
   Regretted, cancelled, or lost Offer	Offer
   Rejected or cancelled Order work	Order

Result: The eligible archived work is returned to its active stage.

When an exit is recorded

An exit is recorded only after the corresponding active work has no remaining work that keeps the job in that stage.

Restore deleted work

Restore is available on a deleted job outside an embedded record when you can edit the job. It sets the current stage to Potential and displays Your request was completed successfully.

Steps

1. Open the deleted job outside an embedded record.
2. Select Restore.
3. Confirm that the job returns to Potential.

Result: The deleted job returns to Potential and PAMS displays Your request was completed successfully.

Warning: Ultimate Delete is available only on a deleted job outside an embedded record when you can edit the job.

When exit information is missing

The list uses the saved list layout, so work from the headers visible in the list.

What to do next

Use the page that owns the next part of the work:

1. Open Sales jobs lifecycle to place the exit against the complete sales path.
2. Open Find sales job work to locate another saved job or list.
3. Open Sales job record to work with record-level actions and details.
4. Open Inquiries, Offers, or Orders for the stage that the job left.
5. Open Configuration: sales regret reasons, Configuration: sales cancellation reasons, Configuration: sales order cancellation reasons, or Configuration: sales lost reasons for the related reason lists.

Result: You know which page owns the next action for the job's stage or record.